I consider myself to be financially savvy. Do I need a financial advisor?
Most of our clients are financially savvy. Some of our clients prefer to allocate their time to other activities that are more important to them (e.g., their family, their careers, their hobbies, or enjoying their retirement and grandchildren). And, some of our clients prefer to work with us as advisors, much as professional athletes work with personal trainers. All of our clients appreciate our ability to fit all of the pieces together into the big picture and to keep the focus on their specific goals. At Third Millennium Advisors, we add value by helping you develop a plan, implementing and adjusting it when necessary, and freeing up your time to focus on the things that matter most to you. Our knowledge and accountability as your trusted wealth manager can help you take the necessary actions to meet your goals.